Wednesday, July 18, 2012

3 Overlooked Features in the Treatment Planner

Last weekend, I had the honor of teaching classes on Treatment Planning and Case Presentation at the Business of Dentistry Conference in Las Vegas. During my preparation for my presentations, I learned a few new things about the treatment plan features that I didn’t already know. I love it when I learn something new and I can pass it along to you.
One of the things I learned has to do with alternate treatment plans. Let’s say the patient is missing tooth #3 and your doctor gives the patient options to replace the tooth with a bridge, implant, or a partial denture. The doctor recommends that an implant would be the best choice and you mark the implant as the recommended case. Now the implant is showing as the recommended case (because it has the gold star on it). However, the patient chooses to do the bridge option instead of the implant. You update the status of the bridge case to “accepted” and the implant and partial denture will automatically reject. What I learned is that when you accept a case that was not originally the recommended case, the software will automatically generate a note in the Case Status History which will read, “This was not the recommended case.” I think this is a great feature just in case you ever need to look back on what the doctor originally recommended to the patient.
If you don’t already know what an “alternate treatment plan” is, it is when the doctor presents options to the patient to treat the same problem. You can also read back on my blog Managing Treatment Options for more information on alternate cases.
Another great report I learned more about is the Patient Treatment Case Report. I frequently have offices that ask me if treatment cases can be printed onto one sheet and my answer has always been that they will print out separately. However, for those of you who want to see all the cases on one report, I would suggest looking at the Patient Treatment Case Report. This report will show you all the cases for that patient, estimate insurance individually per case, case status, expiration date, and treatment detail. It does not show a graphical picture of the tooth chart or have the design elements of the patient estimate sheet, but this might be good when you want one report showing multiple cases at once.
Along the same lines as the Patient Treatment Case Report is the Practice Treatment Case Report. This is a great report for the doctor to see all the cases that have been presented within a certain time period. I would suggest generating this report for a week or a month at a time since it takes a few minutes to process. The doctor can see all the cases, case detail, status of the case, case severity, and expiration date.
These are three great tools in the Treatment Planner that I had overlooked. I am now going to implement in my own practice and I hope you will too.

Dayna Johnson, Certified Dentrix Trainer
Dayna loves her work. She has over 25 years of experience in the dental industry, and she’s passionate about building efficient, consistent, and secure practice management systems. Dayna knows that your entire day revolves around your practice management software—the better you learn to use it, the more productive and stress-free your office will be. In 2016, Dayna founded Novonee ™, The Premier Dentrix Community, to help cultivate Dentrix super-users all over the country. Learn more from Dayna at and contact Dayna at


  1. Where is the Practice Treatment Case Report located? I can't seem to find it.

    1. See the image above in the article? Click on the printer icon, then select Practice Treatment Case Report.